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Post# of 253566
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DewDiligence

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DewDiligence

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Re: 10nisman post# 219625

Friday, 06/15/2018 5:25:27 PM

Friday, June 15, 2018 5:25:27 PM

Post# of 253566

Can you please share your charity picks for 2018?

I picked MON at a 20% (maximum) weighting for the reallocation vig, and that 20% was reallocated when the cash buyout by Bayer closed. The revised weightings in the portfolio are: ADXS 25%; AQB 6.125%; GLMD 12.5%; SNDX 25%; TCON 6.125%; TNG.PA 12.5%; VXRT 12.5%.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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